Buy This, Not That: Should You Chase Amazon's Gap or Buy Microsoft's Dip? | | Shah Gilani Chief Investment Strategist | Amazon just gapped up on cloud earnings. Should you chase it? Or is Microsoft's sideways action the real opportunity? I've been getting this question all week, so let's settle it once and for all. AWS brought in $33.02 billion last quarter. Azure pulled $30.98 billion. But here's where it gets interesting... Operating margins: One is in the mid-30s. The other is in the low 40s. Year-over-year growth: One is at 20%. The other is at 40%. When you put all the pieces together - revenue, margins, growth rates, and chart patterns - only one of these cloud giants makes sense as a buy right now. In today's Buy This, Not That, I show you exactly which one... and why. Click here or on the thumbnail below to watch. Cheers, Shah Want more content like this? | | | | | |
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